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Lowe Wealth Advisors’s Mastercard MA Stock Holding History

Lowe Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$51.1K Hold
91
– – 0.02% 141
2025
Q1 		$49.9K Sell
91
-17
-16% -$9.32K 0.02% 136
2024
Q4 		$56.9K Buy
108
+21
+24% +$11.1K 0.02% 121
2024
Q3 		$43K Buy
87
+37
+74% +$18.3K 0.02% 139
2024
Q2 		$22.1K Hold
50
– – 0.01% 162
2024
Q1 		$24.1K Hold
50
– – 0.01% 155
2023
Q4 		$21.3K Hold
50
– – 0.01% 156
2023
Q3 		$19.8K Hold
50
– – 0.01% 155
2023
Q2 		$19.7K Hold
50
– – 0.01% 158
2023
Q1 		$18.2K Hold
50
– – 0.01% 159
2022
Q4 		$17.4K Hold
50
– – 0.01% 164
2022
Q3 		$14K Hold
50
– – 0.01% 172
2022
Q2 		$16K Hold
50
– – 0.01% 151
2022
Q1 		$18K Hold
50
– – 0.01% 156
2021
Q4 		$18K Hold
50
– – 0.01% 155
2021
Q3 		$17K Hold
50
– – 0.01% 151
2021
Q2 		$18K Hold
50
– – 0.01% 144
2021
Q1 		$18K Hold
50
– – 0.01% 139
2020
Q4 		$18K Hold
50
– – 0.01% 135
2020
Q3 		$17K Hold
50
– – 0.01% 130
2020
Q2 		$15K Hold
50
– – 0.01% 125
2020
Q1 		$12K Hold
50
– – 0.01% 133
2019
Q4 		$15K Hold
50
– – 0.01% 134
2019
Q3 		$14K Hold
50
– – 0.01% 134
2019
Q2 		$13K Hold
50
– – 0.01% 144
2019
Q1 		$11K Hold
50
– – 0.01% 140
2018
Q4 		$9K Sell
50
-900
-95% -$162K 0.01% 144
2018
Q3 		$212K Hold
950
– – 0.13% 33
2018
Q2 		$187K Hold
950
– – 0.12% 34
2018
Q1 		$166K Sell
950
-80
-8% -$14K 0.1% 38
2017
Q4 		$156K Sell
1,030
-25
-2% -$3.79K 0.1% 39
2017
Q3 		$149K Hold
1,055
– – 0.09% 38
2017
Q2 		$128K Hold
1,055
– – 0.08% 39
2017
Q1 		$119K Sell
1,055
-115
-10% -$13K 0.08% 40
2016
Q4 		$121K Buy
1,170
+50
+4% +$5.17K 0.08% 41
2016
Q3 		$114K Buy
1,120
+100
+10% +$10.2K 0.08% 37
2016
Q2 		$90K Hold
1,020
– – 0.06% 43
2016
Q1 		$96K Sell
1,020
-50
-5% -$4.71K 0.07% 41
2015
Q4 		$104K Buy
1,070
+40
+4% +$3.89K 0.07% 40
2015
Q3 		$93K Hold
1,030
– – 0.07% 40
2015
Q2 		$96K Hold
1,030
– – 0.07% 46
2015
Q1 		$89K Hold
1,030
– – 0.06% 49
2014
Q4 		$89K Buy
+1,030
New +$89K 0.06% 49